Help Centre / Customers
Add a customer
Create a customer record so transactions can be linked to the right person or business.
Tip: Collect only customer information your business needs and is entitled to retain.
1
Open Customers
Open the customer area and choose to create a new customer.
2
Add the key details
Enter the name and the contact information your business actually needs.
3
Save the customer
Save the record and check for duplicates before creating another record for the same person.
4
Use the customer at checkout
Select the customer before completing a sale when the transaction should be linked to their profile.